Junior Alternative Specialist, Private Bank (Contract)

Your new role

• Support the Alternative Investments team in preparing client presentations, marketing materials, and investment proposals across hedge funds, private equity, and private real estate products.
• Conduct market and product research, including performance analysis, peer comparisons, and manager reviews within the alternatives space.
• Assist in monitoring alternative investment portfolios and preparing reports for internal stakeholders and clients.
• Coordinate client meetings, roadshows, product launches, and marketing events, ensuring timely follow-up and execution.
• Liaise with relationship managers, investment teams, and other internal stakeholders to support business development and client service initiatives.

What you'll need to succeed

• Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
• 2+ years of relevant experience in private banking, asset management, investment advisory, product specialist, investment support, or alternative investments.
• Strong interest in financial markets and alternative investments, including hedge funds, private equity, and private real estate.
• Proficient in Microsoft Office applications, particularly PowerPoint and Excel, with the ability to prepare client-facing materials.
• Strong communication and interpersonal skills, with fluency in English and Chinese (Mandarin preferred).

What you need to do now
If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to [email protected] or contact me at 2230 7451.